Difference between revisions of "How do I retrieve a stock quotation?"
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== Summary == | == Summary == | ||
| − | This article explains how to retrieve a {{ST}} quotation to turn it into an invoice if the quote is accepted by the customer. This is under the assumption that you have created and saved the quotation to begin with! | + | This article explains how to retrieve a {{ST}} quotation to turn it into an invoice if the quote is accepted by the customer. This is under the assumption that you have created and saved the quotation to begin with! - see [[How do I Create a Quotation?]]. |
== More Information == | == More Information == | ||
| − | Go | + | Go to {{Menu|Systems\{{ST}}|Invoicing & Customer Orders}}. |
| − | * | + | |
| − | + | * At {{DataPrompt|Customer}} enter the account code of the customer you wish to retrieve the quotation for or [[How do I Find a Customer?|search]] for a customer. | |
| − | * | + | * Remain on the {{DataPrompt|Customer}} field and click {{Button|Quotations}} or press {{KeyPress|F3}}. |
| − | * | + | * Any quotations saved for that customer will be listed on screen. The details of each will be displayed in the review section on the bottom section of the screen. |
| − | * This will then add all the parts to the "Invoicing & Customer Orders" screen | + | * Select the quote to retrieve then click {{Button|Load}} or press {{KeyPress|F2}}. |
| + | * You will return to the {{DataPrompt|Customer}} field. Press {{KeyPress|Enter}} to view the items. | ||
| + | * You may now amend the quote and re-print it, see - [[How do I Create a Quotation?]] or invoice the items as normal. | ||
| + | |||
| + | == Finding a Quotation == | ||
| + | If you are unsure which account a quote has been saved under, you may search through all Quotations. | ||
| + | * At {{DataPrompt|Customer}} press {{KeyPress|F1}} to make sure you are not on the Default Invoice Account code (it doesn't matter which account is now showing). | ||
| + | * Click the {{Button|Quotations}} button at the top of the screen or press {{KeyPress|F3}}. | ||
| + | * Make sure you are on the {{DataPrompt|Account}} field and press {{KeyPress|Ctrl+U}} to blank out the field. | ||
| + | * Press {{KeyPress|F2}} or click {{Button|Search}} to list all Quotations saved on the system. | ||
| + | * Navigate to the quotation you require, the details of each will be displayed in the review section on the bottom section of the screen, click {{Button|Load}} or press {{KeyPress|F2}}. | ||
| + | * This will then add all the parts to the "Invoicing & Customer Orders" screen using the Customer Account the quote was originally saved under. | ||
== See also == | == See also == | ||
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{{KB_Tags|Quote, retrieve, stock, control, sales}} | {{KB_Tags|Quote, retrieve, stock, control, sales}} | ||
{{FAQ}} {{KB_ST}}{{ZN_Admin}} | {{FAQ}} {{KB_ST}}{{ZN_Admin}} | ||
| − | {{KB_Ref|SO03, ST11, ST17 ST94}} | + | {{KB_Ref|SO03, ST11, ST17 ST94, ST09}} |
Revision as of 10:35, 2 September 2015
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article explains how to retrieve a Stock Control quotation to turn it into an invoice if the quote is accepted by the customer. This is under the assumption that you have created and saved the quotation to begin with! - see How do I Create a Quotation?.
More Information
Go to " Systems\Stock Control Invoicing & Customer Orders".
- At "Customer" enter the account code of the customer you wish to retrieve the quotation for or search for a customer.
- Remain on the "Customer" field and click [Quotations] or press <F3>.
- Any quotations saved for that customer will be listed on screen. The details of each will be displayed in the review section on the bottom section of the screen.
- Select the quote to retrieve then click [Load] or press <F2>.
- You will return to the "Customer" field. Press <Enter> to view the items.
- You may now amend the quote and re-print it, see - How do I Create a Quotation? or invoice the items as normal.
Finding a Quotation
If you are unsure which account a quote has been saved under, you may search through all Quotations.
- At "Customer" press <F1> to make sure you are not on the Default Invoice Account code (it doesn't matter which account is now showing).
- Click the [Quotations] button at the top of the screen or press <F3>.
- Make sure you are on the "Account" field and press <Ctrl+U> to blank out the field.
- Press <F2> or click [Search] to list all Quotations saved on the system.
- Navigate to the quotation you require, the details of each will be displayed in the review section on the bottom section of the screen, click [Load] or press <F2>.
- This will then add all the parts to the "Invoicing & Customer Orders" screen using the Customer Account the quote was originally saved under.
See also
- How do I Print and Save a Quotation?
- How do I Create a Quotation?
- How do I Remove Old Quotations?
- How do I store and use a Delivery Address?
- Selling Stock in Invoicing and Customer Orders
- Selling Parts over the Counter
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Tags
SO03, ST11, ST17 ST94, ST09
